They won't have given up cable, but the fact that nearly half of Americans already feel comfortable regularly watching movies and TV shows on computers (in addition or as a replacement for cable) is a "tipping point" for the business, the company says.
Here are its estimates for those who watch online at least once a month (at right).
"Digital TV viewers will cross a critical tipping point in 2014, surpassing 50% of the US internet user population," the company says.
And 30 percent of viewers are now potential cord-cutters, eMarketer estimates.
It also notes that Netflix's revenues, despite the company's troubles, have continued to rise:
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